Copy an offer to another tenant

Sitecore Personalize lets you copy an offer from one tenant to another using the Copy to tenant feature. For example, you can copy an offer from a non-production environment to a production environment. This process saves time and reduces errors from manual copying and pasting.

Team members with a User, Developer, or Admin role in Sitecore Cloud Portal can copy an offer between tenants.

To copy an offer to another tenant:

From the Offers page, open the offer you want to copy.
Click > Copy to tenant.
Select a destination tenant from the drop-down list. The list only includes tenants you have access to. Click Go.
In the Copy To Tenant page, enter a unique name for the offer. Sitecore Personalize automatically creates an ID when you name the offer.

Important

If an offer with the same name already exists in the destination tenant, to avoid conflicts, you can overwrite the offer or create a new one with a unique name.
Click Create. A message appears on the page confirming that the offer has been successfully copied. The copied offer opens within the selected destination tenant.

You can either use the copy as is, or modify it as needed, without impacting the original entity.

Do you have some feedback for us?

If you have suggestions for improving this article,